Invite People to a Forms Workspace and Set Their Role

1. 1
   Go to Members in your workspace and select Invite someone.
2. 2
   Type their email address and choose their role.
3. 3
   Select Send the invitation. They get an email with a link that works for 7 days.
4. 4

   To change someone's role later, open their menu in Members, select Change role, pick the new one and select Change the role.

5. 5
   To take someone out, open their menu and select Remove from workspace.

Good to Know

• Owner can do everything, including billing and closing the workspace. Admin runs the forms and members. Builder makes forms and reads their responses. Analyst reads responses. Billing looks after paying.
• Owners, Admins and Builders are editors and take an editor seat: 1 on Forms Free, 3 on Forms Plus and 10 on Forms Team. Analysts and Billing members are free.
• The person signs in with the address the invitation went to, and joins.
• Role changes and removals take effect at once, and the person is emailed.
• Invitations not yet accepted are under Invitations Waiting, where you can select Send again or withdraw them.

If Something Goes Wrong

• Every editor seat is taken. Invite them as an Analyst, or move up a level for more seats.
• You can't invite an Admin. Only an Owner can.
• Their invitation has ended. Select Send again to send a fresh link.